Visa Inc.
CH ˙ SWX ˙ US92826C8394
SecurityCH:V / Visa Inc.
InstitutionWestern Wealth Management, LLC
Latest Disclosed Ownership39,691 shares
Latest Disclosed Value $ 11,996,149
Western Wealth Management, LLC reports 21.96% increase in ownership of V / Visa Inc.

On May 19, 2026 - Western Wealth Management, LLC filed a 13F-HR form disclosing ownership of 39,691 shares of Visa Inc. (CH:V) valued at $11,996,149 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 32,543 shares of Visa Inc.. This represents a change in shares of 21.96% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-19 2026-03-31 13F VISA COM CL A 92826C839 39,691 7,148 21.96 11,996 5.11 0.2788
2026-02-05 2025-12-31 13F VISA Common Stock 92826C839 32,543 755 2.38 11,413 5.18 0.5258
2025-11-06 2025-09-30 13F VISA Common Stock 92826C839 31,788 1,075 3.50 10,852 -0.49 0.5724
2025-08-11 2025-06-30 13F VISA Common Stock 92826C839 30,713 672 2.24 10,905 3.57 0.6470
2025-04-23 2025-03-31 13F VISA Common Stock 92826C839 30,041 600 2.04 10,528 13.16 0.6967
2025-04-16 2024-12-31 13F/A-1 VISA Common Stock 92826C839 29,441 -6,481 -18.04 9,304 -5.79 0.6062
2025-02-18 2024-12-31 13F VISA COM CL A 92826C839 6,551 -29,371 2,070 0.6216
2024-11-12 2024-09-30 13F VISA COM CL A 92826C839 35,922 6,202 20.87 9,877 26.62 0.5631
2024-07-19 2024-06-30 13F VISA COM CL A 92826C839 29,720 628 2.16 7,801 -3.93 0.5781
2024-05-03 2024-03-31 13F VISA COM CL A 92826C839 29,092 -6,580 -18.45 8,119 -12.58 0.6311
2024-01-31 2023-12-31 13F VISA COM CL A 92826C839 35,672 353 1.00 9,287 14.33 0.6693
2023-11-08 2023-09-30 13F VISA COM CL A 92826C839 35,319 1,674 4.98 8,124 1.68 0.6864
2023-08-30 2023-06-30 13F VISA COM CL A 92826C839 33,645 899 2.75 7,990 8.22 0.6816
2023-08-30 2023-03-31 13F VISA COM CL A 92826C839 32,746 390 1.21 7,383 9.82 0.6871
2023-02-03 2022-12-31 13F VISA COM CL A 92826C839 32,356 -23,408 -41.98 6,722 -33.56 0.6871
2022-11-07 2022-09-30 13F VISA COM CL A 92826C839 55,764 106 0.19 10,118 -8.18 0.5794
2022-07-18 2022-06-30 13F VISA COM CL A 92826C839 55,658 -3,111 -5.29 11,019 -15.45 0.6325
2022-05-10 2022-03-31 13F VISA COM CL A 92826C839 58,769 32,495 123.68 13,032 128.51 0.6324
2022-02-14 2021-12-31 13F VISA COM CL A 92826C839 26,274 -1,986 -7.03 5,703 -13.75 0.5630
2021-08-09 2021-06-30 13F VISA COM CL A 92826C839 28,260 5,767 25.64 6,612 38.85 0.6798
2021-05-14 2021-03-31 13F VISA COM CL A 92826C839 22,493 -323 -1.42 4,762 -4.57 0.6401
2021-02-10 2020-12-31 13F VISA COM CL A 92826C839 22,816 262 1.16 4,990 10.64 0.7323
2020-10-27 2020-09-30 13F VISA COM CL A 92826C839 22,554 1,387 6.55 4,510 10.30 0.7367
2020-07-20 2020-06-30 13F VISA COM CL A 92826C839 21,167 191 0.91 4,089 21.05 0.7415
2020-04-27 2020-03-31 13F VISA COM CL A 92826C839 20,976 177 0.85 3,378 -13.58 0.7748
2020-02-10 2019-12-31 13F VISA COM CL A 92826C839 20,799 693 3.45 3,909 12.91 0.5923
2019-11-08 2019-09-30 13F VISA COM CL A 92826C839 20,106 196 0.98 3,462 0.29 0.7205
2019-08-06 2019-06-30 13F VISA COM CL A 92826C839 19,910 -176 -0.88 3,452 10.25 0.4534
2019-05-10 2019-03-31 13F VISA COM CL A 92826C839 20,086 308 1.56 3,131 19.82 0.6969
2019-02-15 2018-12-31 13F VISA COM CL A 92826C839 19,778 19,778 2,613 0.7029
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.